265 results found
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Automatic Deduction Limits for recurring deductions
Create a feature where you can make a certain deduction apply to a certain number of transactions before it stops automatically, or when a total deduction amount threshhold is reached. For example, a PC deduction will apply to the agent's next three transactions and then stop automatically or the deduction will apply until the agent's MC cap has been met. This could apply to a wide range of scenarios where the agent will have a deduction for a set period of time or a number of transactions.
65 votes -
Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
Display an itemized subtotal of the companies paid and the amounts included in the 'Outside Referral' total on the Agent Commission Details Form.
For example, if both ABC Realty and XYZ Real Estate are being paid an outside referral, it is helpful for the associate to easily see that $N.NN was paid to ABC Realty and $N.NN was paid XYZ Real Estate.
61 votes -
Onboarding Invitation Email and Documents Personalization per Market Center
Market Centers have specific documentation and questions they would like to include in the Onboarding process for new Associates. Adding forms, custom questions, and the ability to customize the Onboarding email that is sent is requested.
61 votes -
Delete Recruit Tags Created by Prior Leadership
Have the capability to remove or edit tags created for Recruit Tags that is not personally owned. When a staff member leaves KW, the tags they created are still present.
59 votes -
Notification Bubble for Notes Added to Transactions
There should be notification of there being a note in a transaction, so we know to open the notes tab
59 votes -
Merge Vendors or Vendor Duplicate Check
We need the ability to merge vendors - or at the very least, prohibit agents from creating multiple. Use the EIN as the check. This is very important for co-brokers
59 votes -
Show Deposits' Editing History
If a deposit is edited, the system should track, and show, the changes made to the deposit. IE the transactions added or removed.
56 votes -
Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
54 votes -
Auto-Print Deposit Slip & Summary
Having to download and print the deposit slip and summary separately for each deposit takes up a lot of time. For those of us that have multiple business centers that we put on separate deposits and have to do additional separate deposits for each location for checks vs wires received, this can become a huge time suck. It would be wonderful if the reports for each deposit would either auto download in one pdf or auto print.
53 votes -
Link to Commission Tab in Transaction Details
I need to be able to see an agents side of the work flow on their commissions tab so I can assist and help point them in the right direction when they are creating their commission tab.
50 votes -
Add Associate Tags as Field to CommandMC Reports
Would like the ability to add tags to agents that correspond to job codes in AccountEdge so when we pull reports, we can see totals per job and pull reports per job instead of having to manually calculate.
48 votes -
Default Search Location Should be the MC Address
Currently, the default property search page currently is Austin TX, Headquarters. This is confusing for consumers when they get to our MC site that is not located in Texas. All MC/BC sites should default to their franchise address.
45 votes -
Reorder Multi-Year Trend to Narrative Format
The traditional Market Center Multi-Year Trend tells a story in a narrative sequence. The 42 metrics are specifically arranged to ensure as Leaders read it, they have the proper context as they find numbers and metrics later in the report. In its current format in CommandMC, it's only creating confusion and among current leader, as the metrics are arranged alphabetically by data point.
The new version, is simply missing a "position number" field, like we've done for the Financial Statement. An addition of the 2 digit "pos_no" column should do the trick.
This narrative format makes it easier to 1.)…
39 votes -
Add Other Vendor Type
We have several vendors in our red carpet vendor program that do not fit into any of the pre-made categories in the Vendor Type list. So to input them, we would have to put them in an incorrect category. If we do not have the option to add custom categories (preferred solution), is there a way you can add "Other" as a category for those vendors that don't fit into the ones KW gives as an option?
36 votes -
Allow MCA to View SSN
For the State of MN in order for us to look up agents licenses or do license renewals we need their full SSN and it will be very hard to have to search through agents onboarding paperwork to find their SSN each time we need it.
33 votes -
Add Associate to More Than One Team
We need to be able to add 1 agent to more than 1 team for multiple reasons.
1 example, I have a licensed admin who splits her time 50/50 between 2 teams. She needs to be on both teams.
2nd exampe, I have multiple teams who use the in house PC program for their new team members. I need to be able to add them onto the team AND onto the ProCoach team.
33 votes -
Email Designs in CommandMC
For CommandMC email designs there is no option for pretty email designs and just text only. Would love to see a feature to import email designs into CommandMC.
31 votes -
Randomize/Customize Order of Agents on "Our Agents" Page
In the new Market Center sites, the "Our Agents" page is currently set to alphabetical ascending with no way to change it. This means that most agents will NOT be discovered on this page, especially in large Market Centers.
Additionally, many Market Centers have MC investors or leadership who also produce, and some of them have last names that put them at the top or near the top of "Our Agents." This has the potential to put a bad taste in some agents' mouths.
I recommend that the Our Agents page be set to random order by default in fairness…
29 votes -
Reports Header
Report Headers for PDF Downloads: I understand that for csv downloads the headers are a problem, but when printing PDF downloads for MYT reports and such it would be nice to have the headers that are showing in the report to actually be printed as pdf as well. It shows the information that is pulled plus the OP, TL, MCA and so on in the header. If printed on PDF it would be nice to have this as well like it did when we printed from crystal reports.
29 votes -
Customize/Limit Role Access within CommandMC
We would like the ability for the OP to customize/limit the access roles have to CommandMC applets. KWRI would set the standard access points for an assigned role, and the OP would have the ability to remove/limit access to specific applets that may not pertain to that role within their MC. Example, MC Leader role allows edit access to Recruits, Reports, Transactions, Accounting, and … The individuals with MC Leader role in this example MC do not need nor would the OP like for them have edit access to Transactions and Accounting, so the OP can remove access to Transactions…
28 votes
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